دورية
Boutique Firms Field More Advisory Demands.
| العنوان: | Boutique Firms Field More Advisory Demands. |
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| المؤلفون: | Nardone, Marianne |
| المصدر: | Private Asset Management. 3/9/2009, p2-2. 1p. |
| مصطلحات موضوعية: | *WEALTH management services, *INVESTMENT advisors, *ECONOMIC demand, RICH people |
| مصطلحات جغرافية: | UNITED States |
| الشركة/الكيان: | SHELTERWOOD Financial Services LLC , ROCKEFELLER & Co. Inc. , FIDUCIARY Trust Co. International |
| مستخلص: | The article that more investment advisory and trust services are being provided by some boutique multi-family and wealth management firms in the U.S. due to higher demand from super-rich clients. Some of these firms offering broader services are Shelterwood Financial Services, Rockefeller & Co. and Fiduciary Trust International. Luke Fowler at Fiduciary Trust see the trend as a way to attract new business. |
| قاعدة البيانات: | Business Source Index |
Full Text Finder | تدمد: | 15295702 |
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